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MRTNX: MASSMUTUAL RETIRESMART 2020 FUND CLASS R3 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 01/24/2025 |
| 12-Mo. Yield | 108.45% |
| Expenses | 1.17% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -261307.6 | NA | NA | NA | NA | NA | � | -245039.2 | 6.3 | 10.7 | -17.2 | -1.8 | 7.3 | 15.8 | -4.4 | 13.0 | 5.8 | -2.7 | 3.2 | 16.7 | 13.3 | -2.4 | 13.3 | 29.9 | -32.9 | 4.9 | 7.2 | 5.0 | 7.8 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.46 | 1.1 | -1.76 | -0.2 | 0.56 | 3.32 | -0.79 | 3.12 | 0.61 | -0.31 | 0.4 | 2.06 | 1.37 | -0.13 | 0.88 | 1.37 | -1.15 | 0.17 | 0.51 | 0.45 | 1.05 |
| Draw Down(%) | NA | 240235.2 | 240235.2 | 220668.1 | 220668.1 | NA | NA | 220668.1 | 243255.5 | 3.2 | 6.9 | 19.1 | 9.5 | 18.5 | 1.8 | 10.1 | 1.3 | 7.9 | 9.6 | 8.2 | 6.4 | 8.4 | 17.8 | 12.3 | 21.1 | 43.4 | 6.5 | 5.4 | 3.8 | 5.5 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 5.9 | 6.5 | 10.6 | 9.0 | 12.5 | 4.3 | 7.4 | 4.0 | 9.2 | 9.1 | 8.0 | 8.1 | 9.7 | 18.6 | 15.1 | 21.8 | 29.3 | 9.9 | 7.6 | 6.1 | 7.2 |
| Treynor Ratio | NA | 6.38 | NA | NA | NA | NA | NA | NA | NA | 0.03 | 0.07 | -0.21 | -0.03 | 0.11 | 8.32 | -0.38 | 0.12 | 0.05 | -0.03 | 0.04 | 0.16 | 0.12 | -0.02 | 0.11 | 0.26 | -0.34 | 0.02 | 0.04 | 0.0 | 0.0 |
| Alpha | NA | -963.84 | -322.12 | -192.76 | -96.68 | NA | NA | -45.47 | -3111.09 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.05 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | -0.02 | NA | NA |
| Beta | NA | -409.38 | -111.23 | -64.21 | -5.24 | NA | NA | -3.24 | -907.24 | 1.03 | 0.97 | 0.89 | 0.58 | 0.64 | 0.02 | 0.15 | 1.03 | 1.11 | 1.06 | 0.87 | 1.07 | 1.09 | 1.22 | 1.22 | 1.13 | 1.0 | 0.85 | 0.88 | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.96 | 0.96 | 0.89 | 0.17 | 0.68 | 0.04 | 0.21 | 0.88 | 0.94 | 0.97 | 0.48 | 0.88 | 0.86 | 0.99 | 0.98 | 0.98 | 0.91 | 0.93 | 0.38 | 0.0 | 0.0 |
| Yield(%) | N/A | 108.5 | 36.0 | 22.5 | 12.4 | 11.6 | 8.9 | N/A | 101.7 | 3.7 | 3.3 | 1.9 | 2.8 | 3.1 | 6.3 | 9.9 | 2.9 | 1.8 | 5.5 | 2.6 | 1.2 | 1.8 | 1.7 | 1.2 | 0.0 | 6.3 | 8.7 | 4.6 | 3.4 | 1.9 |
| Dividend Growth(%) | N/A | 3382.7 | 731.8 | 294.0 | 354.2 | N/A | N/A | N/A | 2767.8 | 17.4 | 42.8 | -35.8 | -6.2 | -45.5 | -45.9 | 270.6 | 75.1 | -70.8 | 117.1 | 137.5 | -22.9 | -1.8 | 64.1 | N/A | -100.0 | -31.0 | 91.0 | 38.6 | 88.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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